Teresa Douberly

@Ridgeline Wealth, Llc

Latest period2024 - Q4

Reported12d ago

Managed Assets$122.708M

Total holdings55

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ridgeline Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Ridgeline Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 122.708M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCHZSchwab Strategic Tr Recent Activity New Position	0.66%	$808,610 35,622 shares@ $22.7 avg price	New Position
DFEMDimensional Etf Trust Recent Activity New Position	0.64%	$780,428 29,799 shares@ $26.19 avg price	New Position
VTIVanguard Index Fds Recent Activity New Position	0.62%	$753,286 2,599 shares@ $289.84 avg price	New Position
SPTMSpdr Ser Tr Recent Activity New Position	0.61%	$744,252 10,419 shares@ $71.44 avg price	New Position
AVDEAmerican Centy Etf Tr Recent Activity New Position	0.61%	$743,685 12,118 shares@ $61.38 avg price	New Position
AAPLApple Inc Recent Activity New Position	0.61%	$739,240 2,952 shares@ $250.43 avg price	New Position
GSYInvesco Actively Managed Exc Recent Activity New Position	0.6%	$736,216 14,692 shares@ $50.11 avg price	New Position
BLESNorthern Lts Fd Tr Iv Recent Activity New Position	0.58%	$700,242 18,931 shares@ $36.99 avg price	New Position
IGMIshares Tr Recent Activity New Position	0.5%	$607,718 5,953 shares@ $102.09 avg price	New Position
USMVIshares Tr Recent Activity New Position	0.45%	$548,678 6,180 shares@ $88.79 avg price	New Position